Sell efficiently with CRM-based sales mapping software. Make smarter prospecting decisions with customer record visualization. Streamline field sales management, optimize route planning, and save time by automating record-keeping tasks.
Sales mapping software empowers your team to spend more time with customers and less time planning – so you can focus on closing deals and building relationships.
See customer data in context of location — not in rows and columns. Plot accounts, opportunities, and any Salesforce object on an interactive map. Surface insights and select only what's relevant. Quickly highlight top-performing accounts, filter newest prospects to follow up on, and select contacts by titles in any area with customer mapping software.
Augment customer data with third-party information to improve account planning and execution. Embed business, property, and demographic data into a mapped view. Import information with prebuilt database connectors. Fuel business decisions and drive efficiency in every territory — all the way from prospecting to ongoing post-sale relationship management.
Use CRM data for a smarter field sales strategy. Highlight accounts to review on a map. Prioritize customer outreach based on filters such as Einstein score, potential revenue from leading indicators, when the last connections took place, or proximity to an address.
Ensure each rep contributes to the collective team results. Make quick adjustments to plans to maintain high-performance sales territories. Uncover new opportunities with built-in prospecting features. Fill open calendar windows with suggested options if schedules change. Connect field sales with high-value leads, nurture relationships with existing customers, and prioritize outstanding service appointments — all informed by location.
Streamline sales processes and help every rep build efficient plans — no matter if they are working at a desk or in the field with face-to-face meetings. Create schedules in minutes to save hours of admin across the team each week. Reduce drive time with smart routes that incorporate relevant travel factors or focus on nearby prospects and customers after last-minute schedule changes, allowing for more customer meetings and lower travel costs.
Direct field sales efforts with actionable recommendations that reflect corporate guidelines and best practices within Salesforce Maps. Onboard reps, reduce visit issues, and boost results tracking with step-by-step checklists built into the field engagement process.
Make faster decisions in the field. Stay connected to the most relevant and up-to-date Salesforce data. Capture field notes while onsite and remove the need for redundant field paperwork — right inside Maps.
Start by selecting your Sales Cloud edition. Some editions already include Maps right out of the box. For the others, you can easily add Maps at these price points.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
I'm a visual learner - to see your data visually makes all the difference. Static numbers and tables were so hard to interpret.
Erin SanorSales Operations Manager, Outset Medical
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Sales mapping software is a tool that helps businesses visualize and analyze sales data geographically. It enables businesses to map accounts and opportunities, plan sales routes, and optimize sales activities to increase sales productivity and efficiency.
Sales mapping software is important because it helps businesses increase sales productivity and efficiency by optimizing sales activities. It enables businesses to visualize sales data geographically, identify new sales opportunities, and plan sales routes more effectively.
Sales mapping software, when used effectively, optimizes the field sales process. It ensures reps are making the most of their time in the field (without burning out from too much travel or overbooking), and it gives sales managers the details they need to allocate resources effectively — for example, but assigning more reps to a territory with more sales potential. All in all, sales mapping software helps teams work efficiently.
Sales mapping software has a number of features critical to sales teams. Primarily, it should allow teams to see customers within sales territories via a map interface. It should also be able to optimize sales routes for field reps in order to maximize their sales potential, while giving managers the ability to reassign or change territories quickly. Lastly, sales mapping software should be able to integrate with your existing CRM to ensure it's pulling in the latest prospect and customer information to ensure sales territories are always up to date.
The primary benefit of sales mapping software is strategy optimization. It allows teams to visualize territory assignments and optimize for speed, new opportunities, and customer/business changes. Knowing the real-time territory boundaries, customers, and assignments also allows managers to allocate resources to the areas with the greatest opportunities, reassign field reps as needed to maximize sales impact, and surface new areas for growth.
Generally, yes. Most sales mapping software integrated with CRM systems. This ensures that data is centralized and territory maps use the latest customer details. However, some integrations (like API calls) are slow or glitchy, so it's important to make sure your desired sales mapping software is design to integrate with your CRM. Even better, look for sales mapping software built on the same foundation as your CRM so API integrations aren't necessary.
The data visualized by sales mapping software depends on the software you're using. That said, there are a few common data points you'll say on sales territory maps: customer addresses, lead locations, revenue by region, and target buyer demographic information (to help identify new opportunities). Be sure to review your desired sales mapping software for the specific data points available for visualization.
Salesforce Maps enables businesses to visualize their sales data, plan sales routes, and optimize sales activities. It integrates with Salesforce CRM to provide real-time insights into sales performance and help businesses make data-driven decisions.
Besides helping sales reps become more productive, Salesforce Maps helps sales leaders boost CRM adoption and data quality. Improved visibility into field activity allows leaders to coach, identify and share best practices, ensure adherence, and make more data-driven organizational decisions.
Writers drafted these FAQs with the help of AI.
